【化工品期货大幅反弹,后市怎么看?】金十期货4月11日讯,4月10日,随着宏观情绪的阶段性缓和,国内化工品期货市场整体呈现出明显的反弹态势。在众多化工品中,苯乙烯期货以6%的涨幅居于首位。1. 方正中期期货研究院产业研究中心负责人夏聪聪表示,基本面偏强的品种会率先企稳反弹,如尿素、苯乙烯、乙二醇等品种表现偏强。此外,与原油相关性较强的品种,在油价企稳反弹后,表现也较为突出。而国内自给自足的化工品,如PVC、塑料等品种,由于产能增加,整体走势仍偏弱。在反弹行情中,建议优先选择基本面存在驱动的品种进行配置。2. 紫金天风期货分析师刘思琪认为,乙二醇期货的反转走势主要受关税政策变化影响,直接体现在乙二醇预期供应损失增加和聚酯“抢出口”需求增加。昨日期货盘面出现大幅上涨,也是对前期过度悲观的预期修正。短期乙二醇期货相对抗跌,但在中美贸易战背景下,需求会受到一定影响,大涨驱动有限。3. 南华期货能化负责人戴一帆表示,在宏观博弈加剧之前,化工品继续向下的冲击力更多为恐慌情绪的释放,下方空间较为有限。他认为,后期化工品走势依然以宏观逻辑为主导,产业逻辑的影响暂时较为有限。
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